Odoo Field Service: Complete On-Site Service Management Guide
Odoo Field Service enables businesses to plan, dispatch, and manage on-site service operations with a scheduling calendar, GPS-enabled mobile app, and integrated invoicing. Dispatchers assign tasks to field technicians based on skills, location, and availability, while technicians use the mobile app to view task details, navigate to customer sites, log time, capture photos, collect signatures, and generate invoices on the spot. The module integrates with Odoo Helpdesk to convert support tickets into field tasks and with Odoo Sales to create follow-up quotations for additional work identified during the visit. Real-time task tracking gives managers visibility into field operations across all technicians and locations.
Key Features
Everything included in the Odoo Field Service: Complete On-Site Service Management Guide module.
Scheduling & Dispatch Calendar
View and manage all field tasks on a calendar or Gantt view, drag tasks to reschedule, and dispatch technicians based on availability, skills, and proximity.
Mobile Technician App
Technicians access task details, navigation, worksheets, and customer history from a mobile-optimized interface that works on any smartphone or tablet.
Worksheet Templates
Create custom digital worksheets for different service types that technicians fill out on-site, replacing paper forms with structured data capture.
On-Site Time Tracking
Technicians start and stop timers on tasks from their mobile device, providing accurate labor time data for invoicing and productivity analysis.
Digital Signature Capture
Collect customer signatures on the mobile device to confirm service completion, creating a digital audit trail for every visit.
Field Invoicing
Generate and send invoices directly from the field once work is completed, reducing billing delays and improving cash flow.
Who It's For
Service companies managing technician teams for installations, repairs, and maintenance
IT service providers dispatching engineers for on-site infrastructure work
Property maintenance firms scheduling routine and emergency service visits
Healthcare equipment companies managing field installation and calibration teams
Any business needing to coordinate on-site work with back-office operations
How It Works
Field tasks are created manually, from helpdesk tickets, or from sales orders. Dispatchers assign tasks to technicians using the scheduling calendar. Technicians receive task notifications on their mobile device, navigate to the site, complete the work using digital worksheets, capture the customer signature, and mark the task as done. Time logs and materials used are synced back to Odoo for invoicing and inventory updates.
Integrates With
Pricing
Odoo Field Service is included in the Standard plan at $31.10 per user per month. Advanced features like custom worksheets, route optimization, and material tracking are available on the Custom plan at $46.80 per user per month.
Frequently Asked Questions
Can technicians work offline with the mobile app?
Odoo Field Service is optimized for mobile use, and technicians can view task details and fill in worksheets in areas with limited connectivity. Data syncs when the device reconnects, ensuring no information is lost during on-site visits.
How are field tasks scheduled?
Dispatchers use a calendar or Gantt chart to view technician availability and assign tasks by dragging them onto time slots. Tasks can also be auto-assigned based on technician skills, location, and workload balance rules.
Can I invoice customers from the field?
Yes. Once a technician marks a task as complete, they can generate an invoice that includes labor time and any materials used. The invoice is sent to the customer electronically, and the accounting entry is created automatically in Odoo.
Does Field Service integrate with the Helpdesk?
When a support ticket requires an on-site visit, agents convert it to a field service task with one click. The task inherits all customer details and issue context, so the technician arrives fully briefed on the problem.
Can I track materials used during field visits?
Technicians can log materials consumed during a service visit from their mobile device. The consumed products are deducted from inventory and added to the customer invoice, maintaining accurate stock levels and billing.
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